Buy Legal Tech Like You Have Done It a Hundred Times.
13 free templates and 11 vendor checklists: an RFP, an AI security questionnaire, an ROI calculator, an AI policy, outside counsel guidelines, a budget planner and more. Written for practitioners, not vendors.
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Send It, Adapt It, Use It Today.
Buying and Evaluating
Run a clean selection, prove the business case and test before you sign.
Legal Tech RFP Template
A ready-to-send request for proposal: requirements, security questionnaire, pricing table and scoring sheet. Edit it in Word.
AI Vendor Security Questionnaire
The questions to send any AI vendor: data use and training, model providers, hosting, access controls, accuracy and exit, plus the red flags to watch for.
Legal Tech ROI Calculator
Enter team size, time saved and costs to get three-year ROI, payback in months and hours freed. Built for the business case your CFO will ask for.
90-Day Legal AI Pilot Plan
Goals, success measures, a week-by-week plan, risks and a decision page, so day 90 ends with evidence instead of a demo.
Legal Tech Stack Audit
Map every tool, cost, renewal and usage score, find overlaps and gaps across 12 areas, and leave with a 90-day action list.
Contract Review Playbook
Preferred positions, approved fallbacks and approvers for 12 key clauses, plus red lines and notes for loading it into an AI review tool.
Using AI Responsibly
The policy and client communication every team using AI needs.
Generative AI Use Policy
A plain-English AI policy for a firm or legal team: approved tools, confidentiality, verification, client consent and training.
Client Letter: How We Use AI
A ready-to-adapt letter or engagement section telling clients how your firm uses AI, protects their data, checks the work and bills for it.
Running Legal Operations
Templates for intake, outside counsel, contracts, budgets and metrics.
Outside Counsel Guidelines
Staffing, budgets, billing rules, security and a full section on generative AI, ready to adapt and send to your panel firms.
Legal Intake Form
One front door for requests to legal: the details you need up front, a risk check and a triage section, with tips for running intake.
2027 Legal Budget Planner
Plan 2027 spend by category against 2026, split it by quarter, and track every legal tech subscription and renewal date.
Legal Ops KPI Dashboard
Enter monthly numbers and get year-to-date KPIs against targets with on-track status and charts for spend and request volume.
Market Data
The numbers behind the legal tech market.
Legal Tech Funding Data
Every legal tech funding round in the Legal Tech Circle tracker, with amounts, stages, investors, categories and sources. Updated live.
The Questions to Ask, by Category.
Each checklist has the questions specific to that category plus the security, pricing and implementation questions every vendor should answer. Print it, or save it as a PDF and bring it to the demo.